Who We Are

Longboat Asset Management is an independent, partner-led wealth and asset management firm dedicated to helping clients preserve and grow their capital across market cycles. With a presence in Panamá, Chile, The Bahamas, Dubai, Miami, and Switzerland, we combine local insight with global reach to deliver sophisticated investment solutions to individuals, families, and institutions worldwide

Our Mission

To deliver sustainable, risk-adjusted growth by aligning client objectives with disciplined investment processes and institutional-grade governance—creating enduring value for generations.

Our Vision

 To be a trusted global partner for wealth management, known for integrity, transparency, and exceptional client service.

What Sets Us Apart

• Global Presence, Local Expertise – Strategically located offices connect our clients to major financial centers and opportunities worldwide.

• Institutional Rigor – Centralized compliance, robust governance, and scalable operations underpin every client relationship.

• Entrepreneurial Culture – Our leadership and relationship managers share a long-term ownership mindset, driving alignment with clients’ success.

• Tailored Strategies – From discretionary mandates to multi- jurisdictional structuring, we build solutions around client needs, not products.

Our Scale

Guided by our 2025–2030 growth plan, Longboat is targeting several Billion USD in client assets under management, supported by a team of seasoned bankers and professionals across six key regions. This global infrastructure ensures seamless client service across borders, backed by consistent investment philosophy and operational excellence.

Commitment to Clients

Every client engagement is founded on trust, confidentiality, and partnership. By blending world-class research, rigorous risk management, and local market knowledge, we empower clients to navigate complexity with confidence.

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